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Articles tagged "user-defined" returned 242 results.
Page 6 of 25
Enabling 365 Contact Synchronisation
...You will also need to update the User record. Select Settings > Users > select your user update ‘other options’ the ‘Sync Contacts’ box will need to be ticked. Close...
Creating A Document
Gold-Vision can generate Word documents from almost any item by using predefined Word Templates (.dot) files. Templates are also used when running letter-based mail campaigns. The template file may contain...
Mail Tracking
...open a new Outlook email with the email address predefined Close modal 2. From the Actions Menu against the Gold-Vision record select Email Option Close modal Primary Email Actions Close...
User Language Labels
Gold-Vision can be used in languages other than English. Adding a New Language in Gold-Vision In the User Language Labels area of the Settings area you can import labels for...
User Roles
...user. Close modal Info To view a list of Members, they first need to be added to the item in the Screen Designer area of Settings. Add a new List...
Managing Projects
...click here Add Documents to Projects Administrator users can screen design the Document storage section on the Project. The Document storage section allows users to upload files like Excel or...
Creating & Editing Sites
...then be edited by the users When a Contact is created, by Default Gold-Vision will assign Primary Site to the Contact record. Users can then assign a different Site to...
Logs & Log Settings
...to users. DataTransferService_yyyy_mm_dd.txt – Log for the Gold-Vision Data Service, which synchronises data to and from Gold-Vision Connect, including mailshots and delivery, click-thru and bounce back data. ThirdPartyData_yyyy_mm_dd.txt – Log...
Data Bridge
...look for specific, predefined data in mappings and then add to or update your Gold-Vision system. Close modal One-off or automated Imports Data Bridge jobs can run one-off jobs, or...
Data bridge import
...look for specific, predefined data in mappings and then add to or update your Gold-Vision system. Close modal One-off or automated Imports Data Bridge jobs can run one-off jobs, or...
